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For Companies At a Glance
- Tasks: Support Investment Managers with client relationships and administrative tasks in a dynamic environment.
- Company: Join a renowned Wealth Management firm dedicated to high-net-worth clients.
- Benefits: Enjoy a collaborative culture, professional development opportunities, and potential for career growth.
- Why this job: Be part of a team that values client relationships and offers impactful financial solutions.
- Qualifications: Ideal for recent finance graduates or those with 1-2 years in Financial Services; strong Excel skills required.
- Other info: Opportunity to gain hands-on experience in a fast-paced investment management setting.
The predicted salary is between 30000 - 42000 £ per year.
The Client
An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients.
The Role
This is a fantastic opportunity to join a busy Wealth Management firm in their Worcester office, supporting the Investment Managers to help develop good client relationships and service. The successful candidate will confidently support the Investment Management team with any daily client administrative and portfolio administration tasks associated with the ongoing monitoring of client portfolios in line with company procedures and models.
The Wealth Management Assistant will assist in developing and maintaining client relationships by providing first class investment administrative support to various teams, writing up file notes, drafting letters, and arranging client investment meetings. The Wealth Management Assistant will handle account opening and closing, transfer of stock into accounts and payments, updating Avaloq with static data as well as producing Excel reports via data held on Avaloq.
The Wealth Management Assistant will be required to support the desk, placing trades in Avaloq based on received instructions from other staff on the Desk, and ensuring they are executed and booked accurately. The Wealth Management Assistant is to support the Investment Managers with preparation and administration for client pitches and meetings as well as supporting the teams when needed with any ongoing projects.
The Candidate
- A strong interest to work within Wealth Management within a Client Facing Support role.
- A recent Financial graduate with an interest in Wealth Management OR someone who already has 1-2 years Financial Services Client Support experience.
- Proficient in Word, Excel and PowerPoint.
- Excellent customer service skills.
- Good organisational skills.
- High level of accuracy/attention to detail quality output.
- Excellent interpersonal, team working and influencing skills.
Wealth Management Assistant , Investment Management , Worcester in Worcester employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Assistant , Investment Management , Worcester in Worcester
✨Tip Number 1
Familiarise yourself with the specific tools and software mentioned in the job description, particularly Avaloq. Understanding how to navigate and utilise this platform will give you a significant edge during the interview process.
✨Tip Number 2
Network with professionals already working in wealth management or investment roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could help you land the job.
✨Tip Number 3
Prepare to discuss your understanding of client relationship management. Think of examples from your past experiences where you've successfully built rapport with clients or colleagues, as this is crucial for the role.
✨Tip Number 4
Stay updated on current trends in wealth management and investment strategies. Being knowledgeable about the market will not only impress your interviewers but also demonstrate your genuine interest in the field.
We think you need these skills to ace Wealth Management Assistant , Investment Management , Worcester in Worcester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Wealth Management or Financial Services. Emphasise any client-facing roles and administrative tasks you've handled, as these are crucial for the Wealth Management Assistant position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for Wealth Management and your understanding of the role. Mention specific skills like proficiency in Excel and customer service experience, and explain how they make you a great fit for the team.
Highlight Attention to Detail: In your application, provide examples that demonstrate your attention to detail and organisational skills. This could include experiences where accuracy was critical, such as managing client portfolios or preparing reports.
Showcase Teamwork Skills: Since the role involves supporting various teams, include instances where you've successfully worked in a team environment. Highlight your interpersonal skills and how you've contributed to team projects or client meetings.
How to prepare for a job interview at JJ Search Ltd
✨Show Your Passion for Wealth Management
Make sure to express your genuine interest in wealth management during the interview. Share any relevant experiences or coursework that sparked your enthusiasm for the field, as this will demonstrate your commitment to the role.
✨Highlight Your Administrative Skills
Since the role involves a lot of administrative tasks, be prepared to discuss your organisational skills and attention to detail. Provide examples of how you've successfully managed similar tasks in the past, whether through internships or academic projects.
✨Demonstrate Your Client-Facing Experience
If you have any experience in client support or customer service, make sure to highlight it. Discuss how you've built relationships with clients and provided excellent service, as this is crucial for the Wealth Management Assistant role.
✨Prepare for Technical Questions
Familiarise yourself with tools like Avaloq and Excel, as these are essential for the position. Be ready to answer questions about how you would use these tools in your daily tasks, and consider preparing a few examples of reports or analyses you've done in the past.
